Asset Allocation ETFs
Funds in balanced categories offer investors a mix of stocks and bonds to provide capital appreciation, income, diversification, or specific allocations based on planned retirement dates. This group also includes funds that invest in convertibles, which act a bit like stocks and a bit like bonds.
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Name
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Ticker
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Morningstar Category
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Fund Size
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Adjusted Expense Ratio
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Total Return Rank in Category
3 Year
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Total Return Rank in Category
5 Year
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Total Return Rank in Category
10 Year
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Management Style
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|---|---|---|---|---|---|---|---|---|
| Cambria Global Asset Allocation ETF | GAA | Global Allocation | 54.60 Mil | 0.430% | 53 | 42 | — | Active |
| Pacer Trendpilot Fund of Funds ETF | TRND | Tactical Allocation | 50.43 Mil | 0.770% | 28 | 33 | — | Passive |
| STF Tactical Growth & Income ETF | TUGN | Moderate Allocation | 46.85 Mil | 0.650% | — | — | — | Active |
| Discipline Fund ETF | DSCF | Moderately Conservative Allocation | 41.89 Mil | 0.390% | — | — | — | Active |
| American Century Quality Cnvtbl Scts ETF | QCON | Convertibles | 41.22 Mil | 0.330% | 34 | — | — | Active |
| Monarch Volume Factor Dividend Tree ETF | MVFD | Moderate Allocation | 41.00 Mil | 1.250% | — | — | — | Passive |
| Strategy Shares Nwfnd/RSlv Rbt Mmt ETF | ROMO | Moderately Aggressive Allocation | 40.06 Mil | 0.950% | 41 | — | — | Passive |
| Adaptive Core ETF | RULE | Moderate Allocation | 38.04 Mil | 1.100% | — | — | — | Active |
| Sound Enhanced Fixed Income ETF | FXED | Conservative Allocation | 36.94 Mil | 2.330% | 14 | — | — | Active |
| Brookstone Active ETF | BAMA | Moderate Allocation | 36.77 Mil | 1.150% | — | — | — | Active |
| Brookstone Opportunities ETF | BAMO | Moderate Allocation | 34.89 Mil | 1.300% | — | — | — | Active |
| Anydrus Advantage ETF | NDOW | Global Allocation | 34.29 Mil | 2.100% | — | — | — | Active |
| Goose Hollow Tactical Allocation ETF | GHTA | Moderate Allocation | 34.11 Mil | 1.210% | — | — | — | Active |
| Global X Alternative Income ETF | ALTY | Aggressive Allocation | 34.11 Mil | 0.500% | 84 | 100 | — | Passive |
| First Trust Income Opportunity ETF | FCEF | Global Allocation | 33.51 Mil | 3.290% | 64 | 40 | — | Active |
| Brookstone Yield ETF | BAMY | Moderate Allocation | 33.09 Mil | 1.480% | — | — | — | Active |
| First Trust High Income Strat Foc ETF | HISF | Moderately Conservative Allocation | 32.94 Mil | 0.870% | 92 | 99 | — | Active |
| Trajan Wealth Income Opportunities ETF | TWIO | Moderately Conservative Allocation | 32.22 Mil | 0.850% | 83 | — | — | Active |
| PGIM Portfolio Ballast ETF | PBL | Moderate Allocation | 29.31 Mil | 0.450% | — | — | — | Active |
| Beacon Selective Risk ETF | BSR | Tactical Allocation | 28.64 Mil | 1.100% | — | — | — | Active |
| iShares ESG Aware Aggressive Allc ETF | EAOA | Moderately Aggressive Allocation | 28.15 Mil | 0.180% | 52 | — | — | Passive |
| Tactical Advantage ETF | FDAT | Moderate Allocation | 26.06 Mil | 0.740% | — | — | — | Active |
| PMV Adaptive Risk Parity ETF | ARP | Tactical Allocation | 25.03 Mil | 1.420% | — | — | — | Active |
| Alpha Architect High Infl And Defltn ETF | HIDE | Conservative Allocation | 23.03 Mil | 0.290% | — | — | — | Active |
| Simplify Macro Strategy ETF | FIG | Moderate Allocation | 22.69 Mil | 1.000% | — | — | — | Active |
| Arrow Dow Jones Global Yield ETF | GYLD | Global Allocation | 22.11 Mil | 0.750% | 46 | 93 | 100 | Passive |
| Pacer WealthShield ETF | PWS | Tactical Allocation | 20.07 Mil | 0.600% | 87 | 53 | — | Passive |
| DGA Absolute Return ETF | HF | Global Allocation | 18.22 Mil | 1.530% | — | — | — | Active |
| iShares ESG Aware Growth Allc ETF | EAOR | Moderate Allocation | 18.21 Mil | 0.180% | 72 | — | — | Passive |
| Relative Sentiment Tactical Allc ETF | MOOD | Tactical Allocation | 15.84 Mil | 0.680% | — | — | — | Active |
| RH Tactical Rotation ETF | RHRX | Tactical Allocation | 14.45 Mil | 1.360% | 15 | 40 | 34 | Active |
| Calamos Convertible Equity Alt ETF | CVRT | Convertibles | 13.49 Mil | 0.690% | — | — | — | Active |
| iShares LifePath Target Date 2035 ETF | ITDC | Target-Date 2035 | 11.50 Mil | 0.100% | — | — | — | Active |
| Avantis Moderate Allocation ETF | AVMA | Moderate Allocation | 11.32 Mil | 0.210% | — | — | — | Active |
| ATAC US Rotation ETF | RORO | Tactical Allocation | 10.81 Mil | 1.140% | 97 | — | — | Active |
| iShares LifePath Target Date 2045 ETF | ITDE | Target-Date 2045 | 10.56 Mil | 0.110% | — | — | — | Active |
| iShares LifePath Target Date 2050 ETF | ITDF | Target-Date 2050 | 10.05 Mil | 0.110% | — | — | — | Active |
| RH Tactical Outlook ETF | RHTX | Tactical Allocation | 9.46 Mil | 1.380% | 47 | 65 | 44 | Active |
| iShares LifePath Target Date 2040 ETF | ITDD | Target-Date 2040 | 9.29 Mil | 0.110% | — | — | — | Active |
| iShares LifePath Target Date 2030 ETF | ITDB | Target-Date 2030 | 9.10 Mil | 0.090% | — | — | — | Active |
| First Trust Multi-Strat Alt ETF | LALT | Global Allocation | 8.18 Mil | 1.940% | — | — | — | Active |
| iShares ESG Aware Conservative Allc ETF | EAOK | Moderately Conservative Allocation | 8.17 Mil | 0.180% | 90 | — | — | Passive |
| MKAM ETF | MKAM | Moderate Allocation | 6.72 Mil | 0.960% | — | — | — | Active |
| iShares ESG Aware Moderate Allc ETF | EAOM | Moderately Conservative Allocation | 6.06 Mil | 0.180% | 68 | — | — | Passive |
| iShares LifePath Target Date 2055 ETF | ITDG | Target-Date 2055 | 5.92 Mil | 0.110% | — | — | — | Active |
| CNIC ICE US Carb Natrl Pwr Futs ETF | AMPD | Moderate Allocation | 4.60 Mil | 0.950% | — | — | — | Passive |
| iShares LifePath Target Date 2065 ETF | ITDI | Target-Date 2065+ | 4.15 Mil | 0.110% | — | — | — | Active |
| iShares LifePath Target Date 2060 ETF | ITDH | Target-Date 2060 | 4.15 Mil | 0.110% | — | — | — | Active |
| Harbor Multi-Asset Explorer ETF | MAPP | Global Allocation | 3.84 Mil | 0.920% | — | — | — | Active |
| iShares LifePath Target Date 2025 ETF | ITDA | Target-Date 2025 | 3.36 Mil | 0.090% | — | — | — | Active |